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Set up forms and certificates
Set up forms and certificates

Learn how easy it is to create templates for consent forms or certificates.

James avatar
Written by James
Updated over a week ago

Creating forms can save you a lot of time. You can speed up many internal flows that need paperwork, from registration forms to handouts.

How to create a template?

Click on the top right corner, go to Administration - Templates & Forms and click on the (+) Add new template file.

  • Add the name of the form

  • Type the file name that you want for the downloaded file. This is helpful when you are saving files on your device. You can use the shortcuts to paste details about the pet or the pet parent.

📌 To use a shortcode, just move the cursor where you want to add it and press the shortcut button.

  • Choose what type of form you are creating. If you choose a Vaccination Certificate, it will be generated automatically in the Health Card once you add a Vaccination Record. The same goes for the Spay/Neuter Certificate types.

  • Content: Use the template editor to create a personalized form. You can also add shortcodes here, choose between fonts, add tables and images, use bullet points, and much more.

Once are done working on your template, click the Save button.

You can always go back and make changes until you get the best version of it.

You can use them in any pet profile under Documents (on the left-hand side);

When you are in the Documents section of a pet:
- forms can be manually added from the existing list by clicking on add new
certificates are automatically generated based on the service and product provided in the SOAP (vaccination/rabies vaccination/spay/neuter)

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